[0:00] Tubthumping.
[1:20] Why is Rich’s hair Red?
[4:42] Snapchat has a different use case than TikTok.
[8:55] Zuckerberg is fighting a multi-front war.
[15:00] Sony buying Bungie is a positive for Microsoft.
[21:00] Rockstar is working on a new GTA (no kidding).
[22:56] Spotify’s platform changes are better late than never.
[24:07] Spotify’s stock was not down because of Joe Rogan.
[31:20] T-Mobile’s confetti bubble.
[33:12] Do ARPUs rise in a “competitive” wireless market?
[40:48] Should WWE be part of a much larger platform?
[51:04] CNN+ is DOA – Say Hello to HBO Max.
[54:00] When licensing sports rights, you don’t control your future.
[55:46] Amazon’s advertising business has truly arrived.
[59:18] Consolidation of sports betting operators is inevitable.
[1:03:44] Reminder: January’s box office was down over 52% from both 2020 & 2019.
[1:05:51] We trust the instincts of the two smartest executives in streaming.
[1:07:00] An NBA “RedZone” would have winners (the NBA) and losers (local RSNs).
[1:08:19] NBC learns from their Olympic mistakes.
[1:09:20] Dreams and Nightmares.
